RFIX vs VYM

ARFIX

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income4.79%RFIX · $479 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%RFIX and VYM

RFIX

VYM

Simplify Bond Bull ETF · $42MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

4.79%12-mo yield$479 · $226 on $10k2.26%

−18.9%Worst dropSmaller wins−6.7%

27.4%VolatilityLower wins10.8%

1–3VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRFIX · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
4	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.79%	−1.4%	+2.8%	−8.4%	new	new	−18.9%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
4	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.79%	−1.4%	+2.8%	−8.4%	new	new	−18.9%	$42M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFIX vs VYM

RFIX

Simplify Bond Bull

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureRFIXVYM

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield4.79%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−18.9%−6.7%

Volatility · 1Y27.4%10.8%

3–1measures won
VYM first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RFIX, VYM, SGOV, SCHD

Today

21.9%most shared, VYM and SCHD

RFIXVYMSGOVSCHD

RFIX—0.0%[…]0.0%

VYM0.0%—[…]21.9%

SGOV[…][…]—[…]

SCHD0.0%21.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$429most kept, RFIX

RFIX$479 − $50 = $429

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee